Automate Letter of Authority
in seconds, not weeks
Mandate eliminates the manual pain of LoA management. Auto-fill templates, chase providers automatically, and extract policy data with AI—all in one platform.
Why IFAs choose Mandate
Template Auto-fill
Pre-populate LoA templates with client & policy data—no manual typing
Your Branding
Every LoA and chase letter goes out on your firm’s own letterhead—your logo, colours, and compliance footer, not ours.
Automated Chasing
Chase letters via email & print. Track status in real-time. Never chase twice.
AI Data Extraction
Reads returned provider packs. Extracts structured data with per-field confidence.
Red-flag Engine
Auto-surfaces GARs, GMPs, protected tax-free cash, MVRs and other safeguarded benefits before they’re missed.
Multi-tenant CRM
Manage clients, policies, and LoAs. Built for firms with multiple advisers.
Built for how advisers actually work
Every Letter of Authority, every provider, every status — in one place. Less admin, more advice.
The Mandate workflow
Create & Submit
Auto-fill LoA templates, submit to providers with a click
Chase & Track
Automated reminders, status tracking, zero manual follow-up
Extract & Review
AI reads returned documents, flags key issues, ready for adviser review
Works with major UK providers
Ready to eliminate LoA chaos?
Join IFAs saving weeks of admin every quarter with Mandate.